Merging Records - Merge all Attachments to Primary record

When you merge records in Database view and the secondary record has an attachment in RE NXT the attachment will not be merged over to the primary record in RE NXT. You will lose the attachment. It would be a good idea if blackbaud can work on bringing the attachment from the secondary record to the primary record.

  • Guest
  • Apr 22 2021
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  • Devan Caton commented
    September 16, 2021 17:30

    Yes, we should be able to merge a record in one fell swoop from one view and all data is included. There is info that exists in the web view that is lost if you merge the records in the database view, and vice versa. This is unacceptable.

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